Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Marlborough offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
My client are a modern and progressive firm with an enviable reputation.
The Private Client team in particular have grown to a very good size and the work they do is on an upward trajectory with HNW estates and trust work and alongside typical Wills and LPA's, more complex wealth planning.
They have a network of offices around Hampshire and Wiltshire which offer a full service offering to the local communities they serve and nationally, utilising the latest technology to deliver first class legal services.
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Marlborough offices.